Concurrent Investment Advisors’s Dell DELL Stock Holding History
Bought
Maintained
Sold
| Quarter | Market Value | Status | Shares |
Shares Change % | Capital Flow | Portfolio Weight | Portfolio Position | |
|---|---|---|---|---|---|---|---|---|
|
2025
Q2 | $1.89M | Buy |
15,450
+9,266
| +150% | +$1.14M | 0.04% | 444 |
|
|
2025
Q1 | $564K | Buy |
6,184
+2,232
| +56% | +$203K | 0.01% | 709 |
|
|
2024
Q4 | $455K | Buy |
3,952
+30
| +0.8% | +$3.46K | 0.01% | 684 |
|
|
2024
Q3 | $465K | Buy |
3,922
+354
| +10% | +$42K | 0.01% | 637 |
|
|
2024
Q2 | $492K | Buy |
3,568
+1,473
| +70% | +$203K | 0.02% | 582 |
|
|
2024
Q1 | $239K | Buy |
+2,095
| New | +$239K | 0.01% | 735 |
|